Bigelow Investment Advisors LLC Has $800,000 Position in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Bigelow Investment Advisors LLC cut its position in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 4.8% in the 4th quarter, HoldingsChannel.com reports. The firm owned 8,786 shares of the company’s stock after selling 444 shares during the period. Bigelow Investment Advisors LLC’s holdings in iShares MSCI KLD 400 Social ETF were worth $800,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also recently modified their holdings of the company. Private Advisor Group LLC lifted its position in shares of iShares MSCI KLD 400 Social ETF by 1.0% during the 3rd quarter. Private Advisor Group LLC now owns 143,588 shares of the company’s stock worth $11,690,000 after buying an additional 1,433 shares during the last quarter. West Wealth Group LLC boosted its holdings in iShares MSCI KLD 400 Social ETF by 21.7% during the 4th quarter. West Wealth Group LLC now owns 5,772 shares of the company’s stock valued at $526,000 after acquiring an additional 1,028 shares during the period. Brookstone Capital Management boosted its holdings in iShares MSCI KLD 400 Social ETF by 10.5% during the 4th quarter. Brookstone Capital Management now owns 8,534 shares of the company’s stock valued at $777,000 after acquiring an additional 813 shares during the period. Sharkey Howes & Javer boosted its holdings in iShares MSCI KLD 400 Social ETF by 12.7% during the 4th quarter. Sharkey Howes & Javer now owns 32,043 shares of the company’s stock valued at $2,918,000 after acquiring an additional 3,606 shares during the period. Finally, Dunhill Financial LLC boosted its holdings in iShares MSCI KLD 400 Social ETF by 15.5% during the 3rd quarter. Dunhill Financial LLC now owns 273,893 shares of the company’s stock valued at $22,667,000 after acquiring an additional 36,799 shares during the period.

iShares MSCI KLD 400 Social ETF Stock Performance

DSI stock traded down $1.04 during trading on Friday, hitting $94.27. 84,823 shares of the company traded hands, compared to its average volume of 137,108. The firm has a market capitalization of $4.18 billion, a PE ratio of 28.32 and a beta of 1.02. iShares MSCI KLD 400 Social ETF has a 1 year low of $76.12 and a 1 year high of $101.23. The company has a 50-day moving average of $98.16 and a 200-day moving average of $91.05.

iShares MSCI KLD 400 Social ETF Profile

iShares MSCI KLD 400 Social Index Fund (the Fund), formerly iShares FTSE KLD 400 Social Index Fund, seeks to provide investment results that correspond generally to the price and yield performance of the MSCI KLD 400 Social Index (the Index). The Index is a free float-adjusted market capitalization index designed to measure the equity performance of the United States companies.